Lecture 4

Why Are We Learning Joins?

By the end of today, you will be able to:

• ✅ Identify primary keys and foreign keys that link datasets
  
• ✅ Understand the different types of joins (left, right, inner, full, semi, anti)
  
• ✅ Perform joins in R using dplyr (left_join(), etc.)
  
• ✅ Recognize and fix common merge problems (duplicates, mismatched names, missing values)
  
• ✅ Distinguish between merging (columns) vs appending (rows)
  
• ✅ Apply joins to a real-world dataset (Gapminder)
  
• ✅ Debug messy joins with practical tools (anti_join(), cleaning, deduplication)

Motivation: Real analysis rarely lives in one table. Joining is the bridge that lets us answer richer questions.

Why learn merging?

It’s rare that a data analysis task involves only a single data frame. Usually, you have multiple data sets and want to join them together to answer the question you are interested in.

Primary keys:

Every join involves a primary key which uniquely identifies each observation.

• What was it in the previous example?

Example:

What kind of joins are there?

Now that we have identified how the data sets are connected by keys, let’s understand the type of joins:

List of joins:

1. left_join(): used to bring in additional data, output will always have the same rows as x

   • In our example, we would say: GDP_data |> left_join(COW_data, by = 'country_name')

   • If left_join() fails to find a match in a row for x, it fills in the new variables with missing values

Syntax:

• When joining two data frames, you must specify the key column(s) to align the rows correctly.

  • These columns contain values that uniquely identify matching records in each data set (e.g., country, year, subject_id).

• Use the by argument in join functions:

  • Same key in both data frames:
    inner_join(x, y, by = "subject_id")
    (matches on subject_id in both x and y)

  • Different key names:
    inner_join(x, y, by = c("subject_id" = "subj_id"))
    (matches x$subject_id to y$subj_id)

• Convenience feature:
  If you do not specify by, the join will match on all columns with the same name in both data frames.

  • This works well if columns with shared names contain the same info in each data frame.

🔧 Practical Skills

• Common pitfalls in joining

  • Mismatched key names (typos, capitalization, trailing spaces).

  • Duplicate keys (many-to-many joins, which may blow up the dataset unexpectedly).

  • Implicit joins when you forget to specify by

• Common pitfalls in joining

  • Using janitor::clean_names(), stringr for trimming/standardizing, or countrycode for harmonizing country names.

• Checking results after joins

  • nrow(), summary(), distinct(), count() to ensure the join behaved as expected.

Left join:

Right join:

Inner join:

Full join:

Visuals of joins:

If you want to see examples of these in R, you can see some here

Different from appending

Appending is different for merging

• Merging adds columns to a dataset

  • Combines information row-wise

Merge example with Gapminder data:

What is Gapminder data?

• Gapminder is a well-known dataset that tracks global development statistics over time.

• It contains a variety of indicators for most countries in the world and years from 1952 through 2007.

  • Examples of indicators:

    • Life expectancy

    • GDP per capita

    • Population

    • Continent

• Each row represents a country in a specific year and includes these variables.

• Gapminder is popular for teaching data analysis because:

  • It includes real-world data covering health, wealth, and demographic trends.

  • It is tidy, clean, and easy to join with other datasets.

• Used by Hans Rosling in famous visualizations to show trends in global health and income.

Merge Examples

Note: these examples were inspired by the work of Craig Hutton and his tutorial on joins:

# start by loading in the gapminder data:
library(gapminder) # constains the gapminder data, will load it in as an object
library(dplyr)

head(gapminder)

# A tibble: 6 × 6
  country     continent  year lifeExp      pop gdpPercap
  <fct>       <fct>     <int>   <dbl>    <int>     <dbl>
1 Afghanistan Asia       1952    28.8  8425333      779.
2 Afghanistan Asia       1957    30.3  9240934      821.
3 Afghanistan Asia       1962    32.0 10267083      853.
4 Afghanistan Asia       1967    34.0 11537966      836.
5 Afghanistan Asia       1972    36.1 13079460      740.
6 Afghanistan Asia       1977    38.4 14880372      786.

Create some different datasets to merge on:

# create a dataset of life expectancy for all non-Asian countries:
life_df <- gapminder |>
  filter(continent != "Asia") |>
  select(country, year, lifeExp) |> 
  ungroup()

# create a dataset on population for all non-European countries:
pop_df <- gapminder |>
  filter(continent != "Europe") |>
  select(country, year, pop) |>
  ungroup()

# create a dataset on GDP for all countries:
gdp_df <- gapminder |>
  select(country, year, gdpPercap) |>
  ungroup()

Left join:

If we wanted to add population data for each continent that appears in the life expectancy data frame, we could use the left_join():

head(life_df)

# A tibble: 6 × 3
  country  year lifeExp
  <fct>   <int>   <dbl>
1 Albania  1952    55.2
2 Albania  1957    59.3
3 Albania  1962    64.8
4 Albania  1967    66.2
5 Albania  1972    67.7
6 Albania  1977    68.9

head(pop_df)

# A tibble: 6 × 3
  country      year      pop
  <fct>       <int>    <int>
1 Afghanistan  1952  8425333
2 Afghanistan  1957  9240934
3 Afghanistan  1962 10267083
4 Afghanistan  1967 11537966
5 Afghanistan  1972 13079460
6 Afghanistan  1977 14880372

What columns should we merge on?

Left join:

joined_table <- life_df  |> left_join(
          pop_df, 
          by = c("country", "year"))

head(joined_table)

# A tibble: 6 × 4
  country  year lifeExp   pop
  <fct>   <int>   <dbl> <int>
1 Albania  1952    55.2    NA
2 Albania  1957    59.3    NA
3 Albania  1962    64.8    NA
4 Albania  1967    66.2    NA
5 Albania  1972    67.7    NA
6 Albania  1977    68.9    NA

tail(joined_table)

# A tibble: 6 × 4
  country   year lifeExp      pop
  <fct>    <int>   <dbl>    <int>
1 Zimbabwe  1982    60.4  7636524
2 Zimbabwe  1987    62.4  9216418
3 Zimbabwe  1992    60.4 10704340
4 Zimbabwe  1997    46.8 11404948
5 Zimbabwe  2002    40.0 11926563
6 Zimbabwe  2007    43.5 12311143

Different Name:

If the key columns have different names, you can tell the join function which columns to use with the equality operator

# create a renamed version:
life_df_renamed <- rename(life_df, 
                          nation = country)

joined_table_renamed <- life_df_renamed |> left_join(pop_df, 
          #since the country column is now called "nation" in life_df, 
          #we have to tell left_join which columns to match on.
          #You'll get an error if you try by = c("continent", "year") this time
          by = c("nation" = "country",
                 "year"))

head(joined_table_renamed)

# A tibble: 6 × 4
  nation   year lifeExp   pop
  <fct>   <int>   <dbl> <int>
1 Albania  1952    55.2    NA
2 Albania  1957    59.3    NA
3 Albania  1962    64.8    NA
4 Albania  1967    66.2    NA
5 Albania  1972    67.7    NA
6 Albania  1977    68.9    NA

Right join:

A right join is basically the same thing as a left_join but in the other direction, where the 1st data frame (x) is joined to the 2nd one (y), so if we wanted to add life expectancy and GDP per capita data we could either use:

1. a right_join() with life_df on the left side and gdp_df on the right side, or
2. a left_join() with gdp_df on the left side and life_df on the right side

… and get the same result with only the columns arranged differently…

# try via right join:
rj <- life_df |> right_join(gdp_df, by = c('year', 'country'))

# try via left join:
lj <- gdp_df |> left_join(life_df, by = c('year', 'country'))

# arrange and select them:
rj <- rj |> arrange(country, year, gdpPercap, lifeExp) |>
  select(country, year, gdpPercap, lifeExp)
lj <- lj |> arrange(country, year, gdpPercap, lifeExp) |>
    select(country, year, gdpPercap, lifeExp)

# look at the data
head(rj)

# A tibble: 6 × 4
  country      year gdpPercap lifeExp
  <fct>       <int>     <dbl>   <dbl>
1 Afghanistan  1952      779.      NA
2 Afghanistan  1957      821.      NA
3 Afghanistan  1962      853.      NA
4 Afghanistan  1967      836.      NA
5 Afghanistan  1972      740.      NA
6 Afghanistan  1977      786.      NA

head(lj)

# A tibble: 6 × 4
  country      year gdpPercap lifeExp
  <fct>       <int>     <dbl>   <dbl>
1 Afghanistan  1952      779.      NA
2 Afghanistan  1957      821.      NA
3 Afghanistan  1962      853.      NA
4 Afghanistan  1967      836.      NA
5 Afghanistan  1972      740.      NA
6 Afghanistan  1977      786.      NA

# check to see if they are identcial:
identical(lj, rj)

[1] TRUE

Full Join:

After aligning rows by matches in the key column(s), a full join retains all rows that appear in x or y

# join the two of them
full_join_df <- life_df |>
  full_join(gdp_df, by = c('country', 'year')) 

head(full_join_df)

# A tibble: 6 × 4
  country  year lifeExp gdpPercap
  <fct>   <int>   <dbl>     <dbl>
1 Albania  1952    55.2     1601.
2 Albania  1957    59.3     1942.
3 Albania  1962    64.8     2313.
4 Albania  1967    66.2     2760.
5 Albania  1972    67.7     3313.
6 Albania  1977    68.9     3533.

# check the dimensions of the full join and compare them to the left join:

dim(full_join_df)

[1] 1704    4

dim(life_df)

[1] 1308    3

Inner Join:

If you want to work with data that match entries in both data sources, you would use the inner_join():

# Mean life expectancy and population:
life_expect_population <- life_df |>
  inner_join(pop_df, by = c('country', 'year'))


# check the dimensions:
dim(life_expect_population)

[1] 948   4

# check summary to see that there are no NAs:
summary(life_expect_population)

      country         year         lifeExp           pop           
 Algeria  : 12   Min.   :1952   Min.   :23.60   Min.   :    60011  
 Angola   : 12   1st Qu.:1966   1st Qu.:44.68   1st Qu.:  2053003  
 Argentina: 12   Median :1980   Median :52.60   Median :  5068804  
 Australia: 12   Mean   :1980   Mean   :54.51   Mean   : 14506347  
 Benin    : 12   3rd Qu.:1993   3rd Qu.:64.91   3rd Qu.: 12431196  
 Bolivia  : 12   Max.   :2007   Max.   :81.23   Max.   :301139947  
 (Other)  :876                                                     

Anti-Join:

Anti joins return the rows x that do not appear in y:

# keep the rows in GDP that do not appear in the Population df:
anti_join_df <- gdp_df |>
  anti_join(pop_df, by = c('country', 'year'))

head(anti_join_df)

# A tibble: 6 × 3
  country  year gdpPercap
  <fct>   <int>     <dbl>
1 Albania  1952     1601.
2 Albania  1957     1942.
3 Albania  1962     2313.
4 Albania  1967     2760.
5 Albania  1972     3313.
6 Albania  1977     3533.

# try the other version:
anti_join_df_reverse <- pop_df |>
  anti_join(gdp_df, by = c('country', 'year'))

# should have no observations here
dim(anti_join_df_reverse)

[1] 0 3

• Anti joins can be very useful if you want to know which rows are excluded due to mismatches in the key columns.

• Checking for consistencies and inconsistencies between data sources is an important part of the data cleaning process and can often help to uncover data entry or coding errors that should be fixed prior to conducting any analyses.

Binding Rows:

# imagine we have two datasets that we want to append:
gapminder1900s <- gapminder |> filter(year < 2000)
gapminder2000s <- gapminder |> filter(year >= 2000)


# bind them together via rbind:

combined_gapminder <- gapminder1900s |>
  rbind(gapminder2000s)

# look at results 
head(combined_gapminder)

# A tibble: 6 × 6
  country     continent  year lifeExp      pop gdpPercap
  <fct>       <fct>     <int>   <dbl>    <int>     <dbl>
1 Afghanistan Asia       1952    28.8  8425333      779.
2 Afghanistan Asia       1957    30.3  9240934      821.
3 Afghanistan Asia       1962    32.0 10267083      853.
4 Afghanistan Asia       1967    34.0 11537966      836.
5 Afghanistan Asia       1972    36.1 13079460      740.
6 Afghanistan Asia       1977    38.4 14880372      786.

summary(combined_gapminder)

        country        continent        year         lifeExp     
 Afghanistan:  12   Africa  :624   Min.   :1952   Min.   :23.60  
 Albania    :  12   Americas:300   1st Qu.:1966   1st Qu.:48.20  
 Algeria    :  12   Asia    :396   Median :1980   Median :60.71  
 Angola     :  12   Europe  :360   Mean   :1980   Mean   :59.47  
 Argentina  :  12   Oceania : 24   3rd Qu.:1993   3rd Qu.:70.85  
 Australia  :  12                  Max.   :2007   Max.   :82.60  
 (Other)    :1632                                                
      pop              gdpPercap       
 Min.   :6.001e+04   Min.   :   241.2  
 1st Qu.:2.794e+06   1st Qu.:  1202.1  
 Median :7.024e+06   Median :  3531.8  
 Mean   :2.960e+07   Mean   :  7215.3  
 3rd Qu.:1.959e+07   3rd Qu.:  9325.5  
 Max.   :1.319e+09   Max.   :113523.1  
                                       

Working through a messy exercise together:

library(dplyr)
library(stringr)
library(tibble)

# Messy GDP data
gdp_df <- tribble(
  ~country,                                  ~year, ~gdp_percap,
  "United States",                           2007,  48000,
  "United  States ",                         2007,  48000,  # extra spaces -> duplicate key
  "Brasil",                                  2007,  9000,
  "Viet Nam",                                2007,  2300,
  "DRC",                                     2007,  300
)

# Messy life expectancy data (different key names + an extra “Atlantis” row)
life_df <- tribble(
  ~nation,                                   ~yr,   ~life_exp,
  "United States",                           2007,  78.1,
  "Brazil",                                  2007,  72.4,   # note spelling “Brazil”
  "Viet Nam",                                2007,  74.3,
  "Democratic Republic of the Congo",        2007,  47.0,
  "Atlantis",                                2007,  88.8
)

# A tiny crosswalk you’ll use to harmonize country names -> ISO3
crosswalk <- tribble(
  ~raw_name,                          ~iso3c,
  "United States",                    "USA",
  "United  States ",                  "USA",
  "Brasil",                           "BRA",
  "Brazil",                           "BRA",
  "Viet Nam",                         "VNM",
  "DRC",                              "COD",
  "Democratic Republic of the Congo", "COD",
  "Atlantis",                         "ATL"
)

Take some time to inspect keys and duplicates:

# Count potential keys in each data set
gdp_dups  <- gdp_df  |> count(country, year,  name = "n") |> filter(n > 1)
life_dups <- life_df |> count(nation,  yr,    name = "n") |> filter(n > 1)

gdp_dups

# A tibble: 0 × 3
# ℹ 3 variables: country <chr>, year <dbl>, n <int>

life_dups

# A tibble: 0 × 3
# ℹ 3 variables: nation <chr>, yr <dbl>, n <int>

Standardize keys:

1. Trim whitespace; map country names to iso3c via the crosswalk
2. Align columns so both tables have iso3c and year

gdp_clean <- gdp_df |>
  mutate(country = str_squish(country)) |>
  left_join(crosswalk, by = c("country" = "raw_name")) |>
  transmute(iso3c, year, gdp_percap)

head(gdp_clean)

# A tibble: 5 × 3
  iso3c  year gdp_percap
  <chr> <dbl>      <dbl>
1 USA    2007      48000
2 USA    2007      48000
3 BRA    2007       9000
4 VNM    2007       2300
5 COD    2007        300

life_clean <- life_df |>
  mutate(nation  = str_squish(nation)) |>
  left_join(crosswalk, by = c("nation"  = "raw_name")) |>
  transmute(iso3c, year = yr, life_exp)

head(life_clean)

# A tibble: 5 × 3
  iso3c  year life_exp
  <chr> <dbl>    <dbl>
1 USA    2007     78.1
2 BRA    2007     72.4
3 VNM    2007     74.3
4 COD    2007     47  
5 ATL    2007     88.8

Ensure keys are unique before joining:

# If either of these returns rows, you’ve got many-to-many risk
gdp_clean |> count(iso3c, year)  |> filter(n > 1)

# A tibble: 1 × 3
  iso3c  year     n
  <chr> <dbl> <int>
1 USA    2007     2

life_clean |> count(iso3c, year) |> filter(n > 1)

# A tibble: 0 × 3
# ℹ 3 variables: iso3c <chr>, year <dbl>, n <int>

# Fix: for demo, deduplicate GDP by keeping one row per key (e.g., max gdp_percap)
gdp_clean <- gdp_clean |>
  group_by(iso3c, year) |>
  summarize(gdp_percap = max(gdp_percap), .groups = "drop")

Join + check:

# Left join GDP <- LifeExp (keeps GDP universe)
analytic <- gdp_clean |>
  left_join(life_clean, by = c("iso3c", "year"))

# What didn’t match on the life side?
unmatched_in_life <- gdp_clean |> anti_join(life_clean, by = c("iso3c","year"))

# What countries appear only in life (e.g., “Atlantis”)?
only_in_life <- life_clean |> anti_join(gdp_clean, by = c("iso3c","year"))

list(
  analytic_preview = head(analytic),
  rows_analytic = nrow(analytic),
  unmatched_in_life = unmatched_in_life,
  only_in_life = only_in_life
)

$analytic_preview
# A tibble: 4 × 4
  iso3c  year gdp_percap life_exp
  <chr> <dbl>      <dbl>    <dbl>
1 BRA    2007       9000     72.4
2 COD    2007        300     47  
3 USA    2007      48000     78.1
4 VNM    2007       2300     74.3

$rows_analytic
[1] 4

$unmatched_in_life
# A tibble: 0 × 3
# ℹ 3 variables: iso3c <chr>, year <dbl>, gdp_percap <dbl>

$only_in_life
# A tibble: 1 × 3
  iso3c  year life_exp
  <chr> <dbl>    <dbl>
1 ATL    2007     88.8

What We Learned Today

• 🔑 Keys: primary, foreign, compound
  
• 🧩 Types of joins and when to use them
  
• 🛠️ Syntax: by = c("key1", "key2")
  
• 📊 Practical joins with Gapminder data
  
• 🚦 Diagnostics: anti_join() to find mismatches, checking duplicates
  
• ➕ Appending vs. merging
  
• 🧪 Hands-on messy merge exercise

✅ You should now feel comfortable:

• Performing merges in R

• Auditing and debugging joins

• Understanding how joins affect your dataset size/content